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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,304 | $50,958+32.1% | $74,552-9.7% | $64,181+4.9% |
| Participation rate | 87.9% | 61.1%+26.8pp | 69.1%+18.7pp | 69.6%+18.3pp |
| Annual return | -5.72% | -1.86%-3.9pp | 32.53%-38.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,549 | $1,115+128.5% | $1,961+30.0% | $2,381+7.1% |
| Participant deferral / active EE | $4,577 | $2,301+98.9% | $3,108+47.3% | $3,470+31.9% |
| Admin fee / account holder | $3,089 | $4,223-26.8% | $5,060-38.9% | $4,887-36.8% |